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Wealthspire Advisors (New York)’s Stepan Co SCL Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SCL Stock Details SCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-47
Closed -$2.24K – 2543
2025
Q3 		$2.24K Buy
+47
New +$2.44K ﹤0.01% 2578
2021
Q2 		– Sell
-2,948
Closed -$375K – 605
2021
Q1 		$375K Buy
2,948
+681
+30% +$84.4K 0.01% 481
2020
Q4 		$270K Buy
+2,267
New +$267K 0.01% 469

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DRZID
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WHG
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Geode Capital Management
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Charles Schwab
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Wealthspire Advisors (New York)'s SCL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Stepan Co (SCL) in Q4 2025, closing a stake of 47 shares — an estimated $2.24K sold.

Wealthspire Advisors (New York) first reported a position in SCL in Q4 2020 and held it in 3 quarters. The position peaked at $375K in Q1 2021. 209 funds tracked by Wall St. Rank hold SCL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Stepan Co position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 47 Stepan Co shares in Q4 2025, an estimated $2.24K.
  • Wealthspire Advisors (New York) first reported a position in Stepan Co in Q4 2020 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Stepan Co position peaked at $375K in Q1 2021.
  • 209 funds tracked by Wall St. Rank held Stepan Co as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.